Unique, well researched tax planning and estate planning solutions
Uncommon solutions to your uncommon problems. We have access to industry leading support and issuers to provide a unique, well researched targeted approach for our clients and their advisors. Innovative Capital Protection develops and markets structures, whether planning, investing or minimizing tax, that are not limited to one market, provider or product. These structures are often not available in the marketplace.
Our internal team has the experience and technical skills to provide business driven tax solutions. The solutions that we design will help enhance your income, protect your family’s financial security, safeguard your business, and maximize the value of your estate for your beneficiaries.
Corporate Business Planning
Design a plan encompassing many aspects of our services including tax planning solutions to ensure the future financial success of your business.
Personal Tax Planning
Craft unique tax planning solutions alongside your existing team of professional advisors in order to ensure our clients’ long-term financial success.
Comprehensive succession planning ensures that your company is passed onto the next generation of management with long-term goals for the future.
Tax minimization strategies ensure your financial and personal goals can be achieved by carefully assessing with respect to your own tax position.
Develop a personalized estate plan using tax-efficient strategies to protect and manage your wealth to preserve your legacy.
Health and Welfare Trusts
As a private business owner, your contributions to a health and welfare trust are tax deductible in the year made which can provide significant tax savings.
Whether it’s planning, investing or tax minimization, our team’s uncommon solutions will deliver results.